Tip of the Week February 24, 2014

Mark batches of Awards as presented at same time using Tickler feature If your organization uses Awards as a way to recognize your volunteers, you may have certain dates when you present the awards to your volunteers, such as a recognition banquet, or the end of your fiscal year. In this case, you can quickly

Tip of the Week February 17, 2014

Search for a specific item in your account’s Event Log or a volunteer’s Notes tab Each Volgistics account has an Event Log that records key events. Even though every event in your account is not tracked due to size limitations, the Event Log can still become quite long, which makes it hard to find one

Tip of the Week February 10, 2014

See how many submissions an application has received Many organizations that use the online application forms want to know how many applications they have received. This can be useful for internal information, or for completing reports for grants and other external agencies. While you can create Sets to identify the number of volunteers who have

Tip of the Week February 3, 2014

Allow volunteers to remove themselves from schedule If you use the self-scheduling feature in VicNet or VicTouch, you can allow volunteers to remove themselves from the schedule. To alert a System Operator, and/or the Coordinators for the assignment, about the change, you can setup to have an alert sent automatically when this occurs. The setting

Tip of the Week January 13, 2014

Use the Volgistics Store to get invoices and receipts for payments. Each Volgistics account has a secure Volgistics Store where users can manage a variety of needs for their account such as arranging for payments, creating invoices, and adjusting their service level. The Store can be accessed by System Operators with the Administrator user level

Tip of the Week January 6, 2014

Find Volgistics W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form

Tip of the Week December 30, 2013

Use the Contacts tab to record secondary contacts for group records If your organization uses group records, you can record the main contact’s name, address, phone number, and email on the Core tab of the group record. However, there may be times when you need to record additional contact names and information for the group.

Tip of the Week December 23, 2013

Track Assignments Automatically In Volgistics, a volunteer’s Role in an assignment shows his or her relationship to the assignment. For example, a Role of Assigned likely means that the volunteer is actively serving in the assignment, while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in the